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    Rod Bourgeois

    Research Analyst at DeepDive Equity Research

    Rod Bourgeois is the Managing Partner and Head of Research at DeepDive Equity Research, specializing in equity research and intelligence for the IT services sector. He provides institutional investors with unique insights focused on leading IT services companies, leveraging over two decades of industry forecasting and proprietary analytics. Bourgeois started his investment research career more than 20 years ago, and before founding DeepDive, he held senior analyst and leadership roles, bringing deep market expertise to his current position. He holds recognized professional credentials in financial analysis and investment research, underscoring his authority in technology sector coverage and investment strategy.

    Rod Bourgeois's questions to DXC Technology (DXC) leadership

    Rod Bourgeois's questions to DXC Technology (DXC) leadership • Q1 2026

    Question

    Rod Bourgeois of DeepDive Equity Research asked why typical seasonal margin improvement was not reflected in the guidance and requested an outline of the key factors that will drive DXC to achieve profitable revenue growth.

    Answer

    CFO Rob Del Bene acknowledged less seasonality from Q1 to Q2 this year but affirmed the guidance still implies margin improvement in the second half. President & CEO Raul Fernandez identified three key growth drivers: winning renewals, competing effectively on RFPs, and scaling new 'proactive solutions' that leverage AI and DXC's industry heritage.

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    Rod Bourgeois's questions to DXC Technology (DXC) leadership • Q4 2025

    Question

    Rod Bourgeois asked about the company's investment priorities for new solution capabilities, the magnitude of these investments, and the specific market segments or deal types DXC intends to 'major in' to drive growth.

    Answer

    CEO Raul Fernandez said the investment focus is on creating repeatable, scalable capabilities based on proven client work, particularly in financial services, where DXC has significant traction and replicable ROI models. CFO Rob Del Bene added that sales and marketing is another key investment area, and the magnitude of the investment is reflected in the company's fiscal 2026 margin guidance.

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    Rod Bourgeois's questions to DXC Technology (DXC) leadership • Q3 2025

    Question

    Rod Bourgeois asked if DXC is entering a new phase of its turnaround and questioned the Q4 sequential revenue decline guidance, suggesting it might be conservative given historical positive seasonality.

    Answer

    CEO Raul Fernandez described the current phase as sustaining positive behavior changes and improving consistency, emphasizing that it's still early in the process. CFO Rob Del Bene stated the Q4 guidance was 'right down the middle' and not conservative, with the decline driven overwhelmingly by the revenue impact of weak bookings from the first half of the year, not abnormal runoffs.

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    Rod Bourgeois's questions to DXC Technology (DXC) leadership • Q2 2025

    Question

    Rod Bourgeois posed two structural questions about the ITO business: first, how much further the intentional reduction of low-margin resale business would continue, and second, whether the AI era is accelerating the migration of legacy data centers to the cloud.

    Answer

    CFO Rob Del Bene projected that the decline in resale revenue will continue for another 6-9 months before stabilizing in the second half of the next fiscal year, confirming it's an intentional strategy of holding firm on margin thresholds. CEO Raul Fernandez stated that generative AI is creating new opportunities for holistic services, including data cleansing and rapid prototyping, which can significantly grow client relationships, as evidenced by a recent 10x fee increase with one client.

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    Rod Bourgeois's questions to UNISYS (UIS) leadership

    Rod Bourgeois's questions to UNISYS (UIS) leadership • Q2 2025

    Question

    Rod Bourgeois of DeepDive Equity Research asked for a breakdown of the changes to the 2025 revenue guidance and for an update on the Digital Workplace Solutions (DWS) segment, including volume trends and progress in high-performance compute.

    Answer

    CEO Mike Thomson explained the tempered revenue guidance was due to macroeconomic uncertainty affecting client decisions, slightly slower backlog conversion, and a conservative approach to revenue recognition on new deals. For DWS, he noted that PC service volumes have stabilized while higher-margin services like high-end storage are ramping up. He also highlighted the continued outperformance of the Enterprise Computing Solutions (ECS) business, driven by strong consumption and modernization of the ClearPath Forward platform.

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    Rod Bourgeois's questions to UNISYS (UIS) leadership • Q1 2025

    Question

    Rod Bourgeois asked for more detail on the increased License and Support (L&S) revenue outlook, questioning if it was driven by improved volumes or earlier renewals. He also inquired about the sequential growth assumptions for both L&S and non-L&S businesses needed to meet 2025 guidance, and whether Unisys can capitalize on AI-related data center build-outs.

    Answer

    CEO and President Mike Thomson confirmed that the L&S upside is driven by both increased data consumption from clients and a trend of clients extending contract terms for longer durations. He expressed confidence in the sequential quarterly growth for the non-L&S business, citing visibility from backlog and new deals ramping up. Thomson also affirmed that Unisys is strategically positioned to benefit from AI data center work, noting they are actively hiring and training teams for revenue expected from OEM contracts signed in late 2024.

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    Rod Bourgeois's questions to UNISYS (UIS) leadership • Q4 2024

    Question

    Rod Bourgeois from DeepDive Equity Research asked about the drivers behind the expected 2025 revenue growth rebound in the Ex-L&S business and sought clarity on the levers for improving pre-pension free cash flow, specifically the balance of cost-cutting versus pricing and mix shift in gross margin expansion.

    Answer

    Michael Thomson, President and COO, attributed the Ex-L&S growth confidence to three factors: the ramp-up of strong new business signed in 2024, an anticipated PC refresh cycle boosting field services, and a shift to higher-margin storage work. For gross margin improvement, he estimated a 1.5 point aggregate increase in Ex-L&S, with about one-third from top-line pull-through and two-thirds from workforce and delivery efficiencies. CFO Deb McCann added that continued SG&A reductions would also contribute to operating profit improvement.

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    Rod Bourgeois's questions to UNISYS (UIS) leadership • Q3 2024

    Question

    Rod Bourgeois asked about the drivers behind the increased License and Support (L&S) revenue outlook and the reasons for weakening discretionary volumes in the Digital Workplace Solutions (DWS) business.

    Answer

    Chair and CEO Peter Altabef and President and COO Mike Thomson explained that the improved L&S outlook is driven by strong pricing power, increased client consumption, and longer contract extensions, rather than pulling revenue forward. Regarding DWS, they noted that while short-term discretionary project work has been weaker, the segment has seen strong signings for longer-term contracts. This shift impacts in-year revenue but builds a strong backlog that supports future growth.

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